Financial Analysis Data

XUEJIAO FENG

*******@*******.*** 917-***-**** linkedin.com/in/xfeng19 Redmond, WA98052

PROFILE

Detail-oriented and results-driven Finance Analyst with a master’s degree in finance and 3 years of experience in the finance industry, specializing in generating high-quality quantitative reports. CFA Level II candidate with a proven track record in financial analysis, data-driven decision-making, and client relationship management. EXPERIENCE

November 2018 –

2020

Financial Research Analyst, BNY MELLON, Orlando

• Spearheaded the generation of comprehensive financial reports, employing meticulous financial analysis and sophisticated data analysis techniques to provide valuable insights for both internal and external stakeholders. Continuously maintained a keen awareness of market developments, ensuring that decision-makers were well-informed about financial performance.

• Demonstrated exceptional acumen in financial performance management, consistently adhering to a complex web of internal financial policies and rigorous external financial regulations that spanned multiple countries. Played a vital role in maintaining the organization's reputation for compliance and sound financial practices.

• Fostered strong relationships with clients, consultants, and prospects, acting as a dedicated advocate for client needs related to financial analysis and performance. Ensured that service requirements were not only met but exceeded, in strict alignment with market financial policies and procedures. Received accolades for exceptional client service.

• Mastered the proficient utilization of various banking and industry-specific software tools for financial data analysis, consistently delivering high-quality financial work that not only met but often surpassed the firm's financial interests. These tools were leveraged to facilitate data-driven financial decision-making and enhance operational efficiency. April 2018 –

October 2018

Data Analysis and Data Reporter, Universal Orlando

• Employed advanced Data Analysis Software and BI tools to create comprehensive business reports, presenting financial data in a visually engaging and informative manner for senior management. These financial reports served as crucial decision-making resources, enabling the management team to make informed financial choices in line with organizational goals.

• Delivered data-driven insights through meticulously prepared layouts and presentations, effectively distilling complex financial data into easily digestible formats. These financial insights contributed to the development of data-informed financial strategies that positively impacted the organization's bottom line.

• Successfully served as a bridge between external partners and internal teams, facilitating seamless communication and fostering a clear understanding of financial project objectives. This role required adept interpersonal skills and the ability to translate financial information for non-technical stakeholders.

June 2017 –

October 2017

Global Investment Intern, Nest Seekers International, NYC

• Utilized customized software to present financial projects, showcasing proficiency in valuation of properties and conducting financial analysis. Page 2

• Conducted research on clients, competitors, and potential business opportunities, supporting strategic financial decision-making and Performance Metrics Definition.

• Prepared periodic financial reports on client tracking and monitoring, contributing to business growth strategies and Strategic Planning and Target Setting. May 2017- June

2017

Real Estate Investments Intern, Onestone Capital, NYC

• Prepared and presented monthly financial performance reports for management and investors, performing in-depth Profit & Loss financial analysis and Performance Metrics Definition.

• Assessed asset financial performance relative to business plans, competitors, and market conditions, providing actionable financial recommendations.

• Contributed to financial strategy recommendations encompassing pricing, incentives, and marketing initiatives and exhibited Project Management Excellence. EDUCATION

August 2016 –

February 2018

Master’s Degree at Global Finance

Fordham University, Gabelli School of Business, GPA:3.81/4.00 September 2012 –

June 2016

Bachelor’s degree in real estate management

Renmin University of China, GPA:3.63/4.0

KEY SKILLS

No sponsorship needed. (Green card)

• Expert in Financial Analysis and Financial Performance Management, including in-depth experience in assessing financial data, identifying trends, and making strategic recommendations.

• Proficient in Data Analysis with dynamic scenario modeling

• Skilled in Performance Metrics Definition and Strategic Planning and Target Setting

• Excellent analytical, oral, and written communication skills

• Work cross-functionally with the broader teams

• CFA Level II Candidate

• Exceptional attention to detail and the ability to multi-task

• Demonstrated Project Management Excellence

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